See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,542 | $65,292-11.9% | $71,671-19.7% | $77,958-26.2% |
| Participation rate | 67.2% | 67.4%-0.2pp | 68.7%-1.5pp | 71.6%-4.4pp |
| Annual return | 20.45% | 21.25%-0.8pp | 20.65%-0.2pp | 20.87%-0.4pp |
| Employer contribution / active EE | $1,612 | $2,085-22.7% | $2,460-34.5% | $2,310-30.2% |
| Participant deferral / active EE | $3,387 | $3,008+12.6% | $3,438-1.5% | $3,537-4.2% |
| Admin fee / account holder | $25 | $84-70.5% | $5,558-99.6% | $97-74.4% |